Level Financial Advisors reported 91 holdings worth US$453M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
Level Financial Advisors reported 91 holdings worth US$453M as of Sep 30, 2026. Largest: Procter & Gamble Company (the), Apple Inc and Lam Research Corporation. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 91
- Value as reported
- US$453M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Procter & Gamble Company (the) | 34,602 | US$5.03M | 1.1% |
| Apple Inc | 8,315 | US$2.77M | 0.61% |
| Lam Research Corporation | 7,056 | US$2.32M | 0.51% |
| Nvidia Corporation | 5,765 | US$1.32M | 0.29% |
| Alphabet Inc (google) Class C | 3,591 | US$1.23M | 0.27% |
| United Parcel Service, Inc. | 12,075 | US$1.13M | 0.25% |
| Microsoft Corp. | 2,109 | US$1.08M | 0.24% |
| Amazon.com, Inc. | 2,925 | US$729K | 0.16% |
| Berkshire Hathaway Inc. | 1,459 | US$727K | 0.16% |
| Meta Platforms, Inc. | 820 | US$595K | 0.13% |
| Nextera Energy, Inc. | 6,497 | US$492K | 0.11% |
| Eli Lilly And Company | 424 | US$491K | 0.11% |
| Northrop Grumman Corporation | 768 | US$371K | 0.08% |
| M&t Bank Corporation | 1,640 | US$357K | 0.08% |
| Jp Morgan Chase & Co. | 977 | US$323K | 0.07% |
| Chevron Corporation | 1,325 | US$271K | 0.06% |
| Netflix, Inc. | 3,729 | US$259K | 0.06% |
| Ge Aerospace | 779 | US$243K | 0.05% |
| Tesla, Inc. | 640 | US$227K | 0.05% |
| Ge Vernova Inc. | 225 | US$214K | 0.05% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Moog Inc. | 0 | US$0 | 0.00% |